Assistant Manager - Wealth MIS - Wealth - Sales - Kolkata - Avani Signature - JM
Tata Capital Limited (company site, opens in a new tab)On-siteDirect career pageEst. 6–12 LPA
Posted 16h ago
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Job description
Structured overview of role & requirements
About This Role
- Reconcile client account positions and balances, investigate breaks, and maintain accurate records for client reporting.
- Maintain security reference data, including pricing and data-integrity checks; prepare bespoke client reports and management metrics, including KRIs and KPIs.
- Manage reporting deadlines and SLAs, and respond to Sales queries about client statements and reporting.
Minimum Requirements
- Work Experience Required: Not explicitly mentioned in the JD.
- Graduate in any discipline.
Ideal Candidate Profile
- Likely to suit someone with a strong focus on reconciliation, data accuracy, and resolving reporting discrepancies.
- Best aligned with candidates comfortable producing client-specific and management reporting while meeting defined SLAs.
- Relevant to candidates who can support Sales by handling client statement and reporting queries.